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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
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Overview Fund Activity

67 hedge funds and large institutions have $105M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.73M
2
UBS Group
2
UBS Group
Switzerland
$6.02M
3
CWM
3
Centric Wealth Management
Illinois
$1.52M
4
Bank of America
4
Bank of America
North Carolina
$3.06M
5
WPA
5
West Paces Advisors
Georgia
$19.4M

Top Sellers

1
SWRP
1
Summit Wealth & Retirement Planning
California
$0
2
NAS
2
Nicolet Advisory Services
Wisconsin
$0
3
HBT
3
Hills Bank & Trust
Iowa
$1.37M
4
LNB
4
Ledyard National Bank
$635K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
WPA
1
West Paces Advisors
Georgia
$19.4M 748,869 +26,355 +4%
VA
2
Valmark Advisers
Ohio
$13.5M 523,976 -15,151 -3%
Northern Trust
3
Northern Trust
Illinois
$12.7M 47,520,038 +311,194 +0.7%
PA
4
Pinnacle Associates
New York
$7.35M 284,177 -2,350 -0.8%
UBS Group
5
UBS Group
Switzerland
$6.02M 232,691 +101,040 +77%
Jane Street
6
Jane Street
New York
$4.73M 183,047 +183,047 New
CWM
7
Cabot Wealth Management
Massachusetts
$4.18M 161,713 -759 -0.5%
V
8
VeraBank
Texas
$3.99M 154,519 +2,187 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.96M 153,310 +19,414 +14%
Bank of America
10
Bank of America
North Carolina
$3.06M 118,389 +49,832 +73%
CG
11
Colony Group
Massachusetts
$2.8M 108,272 -880 -0.8%
PWMAG
12
Pinnacle Wealth Management Advisory Group
New Jersey
$2.24M 86,800 +2,225 +3%
IA
13
IFG Advisory
Georgia
$2.1M 81,283 +9,571 +13%
LPL Financial
14
LPL Financial
California
$2.02M 78,034 +211 +0.3%
Wells Fargo
15
Wells Fargo
California
$1.72M 66,497 +20,418 +44%
CWM
16
Centric Wealth Management
Illinois
$1.52M 61,729 +61,729 New
HBT
17
Hills Bank & Trust
Iowa
$1.37M 53,135 -71,975 -58%
Morgan Stanley
18
Morgan Stanley
New York
$1.16M 44,906 -274 -0.6%
Citadel Advisors
19
Citadel Advisors
Florida
$1.13M 43,554 -33,741 -44%
IFA
20
Interactive Financial Advisors
Illinois
$1.06M 40,895 +125 +0.3%
PNC
21
Park National Corp
Ohio
$717K 27,727 -9,504 -26%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$636K 24,616 +4,420 +22%
LNB
23
Ledyard National Bank
$635K 24,569 -41,966 -63%
NGA
24
Naples Global Advisors
Florida
$584K 22,606 -66 -0.3%
TIA
25
Tiemann Investment Advisors
California
$520K 20,126 – –
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